Paralegal - Wills, Trusts and Estates

Min 3 yrs required

Full-time

No

Paralegal - Wills, Trusts and Estates: A Hybrid Remote Opportunity with Harris Beach Law Firm

H1: Join Our Wills, Trusts and Estates Team as a Paralegal with Harris Beach Law Firm
H2: A Hybrid Remote Opportunity in Albany, Buffalo, Ithaca, Rochester or Syracuse, NY

Founded in 1856, Harris Beach is a top-ranked law firm with over 200 lawyers practicing across New York state and in Connecticut and New Jersey. Our clients include Fortune 100 corporations, privately-held companies, and state and local governments. We are currently seeking a Paralegal with 3+ years of estate administration experience to join our Wills, Trusts and Estates Team in Albany, Buffalo, Ithaca, Rochester or Syracuse, NY. This is a hybrid remote opportunity, allowing for a flexible work schedule.

Job Title: Paralegal - Wills, Trusts and Estates
Location: Hybrid remote opportunity in Albany, Buffalo, Ithaca, Rochester or Syracuse, NY

Responsibilities:

- Work on estate administration matters for both taxable and non-taxable estates
- Interact with clients in person, on the phone, via email and video conferencing
- Draft, edit, and review probate and administration related documents
- Assist clients with retitling assets
- Assemble and organize financial records for estate tax returns and audits
- Prepare, edit, and review estate tax returns
- Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

Requirements:

- 3+ years of estate administration experience
- Experience preparing estate and trust accountings
- High level of initiative and ability to manage multiple ongoing projects in a busy environment
- Exceptional communication and organizational skills
- Proficiency with MS Office, including Word, Outlook and Excel

Qualities for Success:

- Well-developed interpersonal skills, with the ability to exhibit patience and empathy with clients
- Ability to complete a minimum of 1400 billable hours annually
- Belief in the firm's core values: integrity, support, ingenuity, teamwork, and inclusion
- Comfortable working with diverse personalities within various levels of the firm
- Willingness to work a hybrid schedule (1 day remote)

Salary Information (based on relevant experience, geographic location and weekly hours schedule):

- Albany: -
- Buffalo, Ithaca, Rochester and Syracuse: -

At Harris Beach, we are committed to creating an inclusive environment and welcome applications from candidates with diverse backgrounds and skills, including military experience. We are an Equal Opportunity Employer.

Join our team as a Paralegal - Wills, Trusts and Estates with Harris Beach Law Firm and enjoy a positive, respectful and productive work environment. Our policy prohibits any form of unlawful discrimination, including harassment, based on an individual's race or color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status or any other legally protected status. We comply with all State and Federal non-discrimination provisions, including those related to prior criminal convictions and arrests.

Not specified.

Varies depending on relevant experience, geographic location, and weekly hours schedule.

Not specified.

Paralegal, estate administration, estate and trust accountings, initiative, oral and written communication, organizational skills, proofreading, analytical skills, MS Office, Word, Outlook, Excel, technology resources, interpersonal skills, empathy, estate tax returns, audits, fiduciary income tax returns, settlement papers, informal and formal settlement, estate and trust law, legal documents drafting and review.

High School Diploma, Paralegal Certificate or equivalent experience.

Interested candidates can apply by submitting their resume and cover letter to the contact person listed below.

Qualification and Experience High School Diploma, Paralegal Certificate or equivalent experience.

Legal